AerCap Holdings N.V. (AER)
AerCap: The Buy Thesis Strengthens On New Share Repurchase Program
AerCap's consistent performance, share repurchases and strategic dividend growth justify maintaining a buy rating for the stock. AerCap's share count has dropped by 21% due to share repurchases, enhancing shareholder value amid lower capex and higher aircraft value. Despite $45 billion in debt, AerCap prioritizes share repurchases over debt reduction to improve return on equity and future dividend growth.
AerCap: The World's Biggest Airplane Company You've Never Heard Of
AerCap, the largest aircraft leasing company, owns over 2000 commercial aircraft and has a diverse portfolio of aircraft and engines. AER's extensive fleet and global reach make it a preferred lessor for all airlines. Despite production issues at Boeing and Airbus, AER remains a prime mover, benefiting from high demand and its strong financial position.
Best Momentum Stock to Buy for August 7th
HWM, AER and OLO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 7, 2024.
AerCap Holdings: This Industry Leader Is A Buy Trading Below Book Value
AerCap Holding is trading at 0.97x Price/Book, and I believe that is too cheap for a leading company riding multiple industry tailwinds. The A+ management team has done a stellar job of growing the business via M&A and strategically acquiring assets without diluting shareholder value. Based on a $95.44 BVPS for 2025 and a 1.10x FWD Price/Book multiple, I arrive at a price target of $105, representing a 17.4% upside.
Why Did AerCap Stock Drop Despite A Strong Buy Rating
AerCap stock has not performed as well as expected, but has shown growth over the past four years. AerCap's basic lease revenues are plateauing due to airplane delivery delays, but total revenues and income have increased. AerCap maintains strong liquidity, increases full year outlook, and has further upside potential based on book value and EV/EBITDA valuation methods.
AerCap Holdings N.V. (AER) Q2 2024 Earnings Call Transcript
AerCap Holdings N.V. (NYSE:AER ) Q2 2024 Earnings Conference Call August 1, 2024 8:30 AM ET Company Participants Aengus Kelly - Chief Executive Officer Peter Juhas - Chief Financial Officer Joseph McGinley - Head of Investor Relations Conference Call Participants Jamie Baker - JPMorgan Terry Ma - Barclays Moshe Orenbuch - TD Cowen Stephen Trent - Citi Hillary Cacanando - Deutsche Bank Kristine Liwag - Morgan Stanley Anthony Berni - Susquehanna International Group Mariana Perez Mora - Bank of America Operator Please stand by.
AerCap (AER) Surpasses Q2 Earnings and Revenue Estimates
AerCap (AER) came out with quarterly earnings of $3.01 per share, beating the Zacks Consensus Estimate of $2.41 per share. This compares to earnings of $2.56 per share a year ago.
AerCap raises earnings forecast again on 'robust' sales market
AerCap raised its full-year earnings guidance for the second time this year after recording further gains on the sale of aircraft and higher lease revenue in the second quarter, the world's largest aircraft lessor said on Thursday.
AerCap (AER) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
AerCap (AER) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Best Value Stocks to Buy for July 24th
AER, RGA and EAT made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 24, 2024.
Is Aercap (AER) Stock Outpacing Its Finance Peers This Year?
Here is how AerCap (AER) and Ally Financial (ALLY) have performed compared to their sector so far this year.
Best Momentum Stock to Buy for July 18th
BSVN, AER and ASM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 18, 2024.
